Lutz Foundation Inc | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Lutz Foundation Inc. Data shown is extracted from Form 990-PF filings.
EIN: 56-1073160
Foundation Overview
Based in Shelby, NC, Lutz Foundation Inc has awarded 36 grants totaling $638,000 to organizations in North Carolina, Florida and 1 other state across the US. Individual grants range from $1,000 to $60,000, with a median award of $4,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
94% of all grants are concentrated in North Carolina, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within North Carolina, funding concentrates in Boiling Springs (35%), Charlotte (12%), Raleigh (9%).
Funding Trajectory
Stable funding levels with 11% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Lutz Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Gardner-webb University | $60,000 | Boiling Springs, NC, US | Scholarships | 2024 |
| Gardner-webb University | $60,000 | Boiling Springs, NC, US | Scholarships | 2024 |
| Gardner-webb University | $60,000 | Boiling Springs, NC, US | Scholarships | 2023 |
| Gardner-webb University | $60,000 | Boiling Springs, NC, US | Scholarships | 2023 |
| Gardner-webb University | $60,000 | Boiling Springs, NC, US | Scholarships | 2022 |
| Gardner-webb University | $60,000 | Boiling Springs, NC, US | Scholarships | 2022 |
| Gardner-webb University | $60,000 | Boiling Springs, NC, US | Scholarships | 2022 |
| Gardner-webb University | $60,000 | Boiling Springs, NC, US | Scholarships | 2021 |
| Gardner Webb University | $60,000 | Boiling Springs, NC, US | Scholarship | 2020 |
| Gardner Webb University | $2,000 | Boiling Springs, NC, US | Scholarship | 2018 |
| Catawba Valley Community College | $2,000 | Hickory, NC, US | Scholarship | 2018 |
| Unc Charlotte | $8,000 | Charlotte, NC, US | Scholarship | 2018 |
| Nc State University | $6,000 | Raleigh, NC, US | Scholarship | 2018 |
| Unc Charlotte | $2,000 | Charlotte, NC, US | Scholarship | 2018 |
| Unc Greensboro | $2,000 | Greensboro, NC, US | Scholarship | 2018 |
| Unc Chapel Hill | $4,000 | Chapel Hill, NC, US | Scholarship | 2017 |
| Nc State University | $2,000 | Raleigh, NC, US | Scholarship | 2017 |
| Unc Charlotte | $4,000 | Charlotte, NC, US | Scholarship | 2017 |
| Western Carolina University | $4,000 | Cullowhee, NC, US | Scholarship | 2017 |
| Unc Greensboro | $2,000 | Greensboro, NC, US | Scholarship | 2017 |
| Gardner Webb University | $2,000 | Boiling Springs, NC, US | Scholarship | 2017 |
| East Carolina University | $2,000 | Greenville, NC, US | Scholarship | 2017 |
| Isothermal Community College | $2,000 | Spindale, NC, US | Scholarship | 2017 |
| Unc Chapel Hill | $14,500 | Chapel Hill, NC, US | Scholarship | 2016 |
| Nc State University | $8,500 | Raleigh, NC, US | Scholarship | 2016 |
| Unc Charlotte | $1,500 | Charlotte, NC, US | Scholarship | 2016 |
| Appalchain State University | $7,500 | Boone, NC, US | Scholarship | 2016 |
| Western Carolina University | $6,000 | Cullowhee, NC, US | Scholarship | 2016 |
| Unc Wilmington | $1,500 | Wilmington, NC, US | Scholarship | 2016 |
| Unc Greensboro | $2,000 | Greensboro, NC, US | Scholarship | 2016 |
| Gardner Webb University | $5,000 | Boiling Springs, NC, US | Scholarship | 2016 |
| Duke University | $1,000 | Durham, NC, US | Scholarship | 2016 |
| East Carolina University | $2,500 | Greenville, NC, US | Scholarship | 2016 |
| Cleveland Community College | $1,500 | Shelby, NC, US | Scholarship | 2016 |
| Florida State University | $1,500 | Tallahassee, FL, US | Scholarship | 2016 |
| Charleston Southern University | $1,000 | Charleston, SC, US | Scholarship | 2016 |
Foundations Similar to Lutz Foundation Inc
Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
H Carnie Lawson Ii Charitable Trust
EIN: 13-6860709 | 7 grants awarded |
$0
(≈ Similar) |
$2,000
median grant |
Pinehurst, NC
Same state |
|
|
The Foundation For Christian Arts
EIN: 05-0593068 | 115 grants awarded |
$0
(≈ Similar) |
$6,300
median grant |
Wilmington, NC
Same state |
|
|
Jjcj Foundation Inc
EIN: 20-0482157 | 181 grants awarded |
$0
(≈ Similar) |
$3,000
median grant |
Cary, NC
Same state |
|
|
Fred And Sherry Abernethy Foundation
EIN: 20-0448860 | 13 grants awarded |
$0
(≈ Similar) |
$2,000
median grant |
Banner Elk, NC
Same state |
|
|
Society Of St Mary Magdalene Inc
EIN: 04-2696334 | 6 grants awarded |
$0
(≈ Similar) |
$3,000
median grant |
Morganton, NC
Same state |
|
Related Foundation Resources in NC:
Contact Information
Official contact details for Lutz Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 56-1073160 |
| Website | N/A |
| Address | 124 HILLSIDE DR Shelby, NC 28150-5565 |
Key People (2)
Board members, trustees, and key staff who oversee Lutz Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Richard F Bowling Ii |
|---|---|
| Vice President | Susan Bowling |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Lutz Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.